BlueMind has built-in protocols that automate internationally accepted compliance requirements. BlueMind minimizes potential risks for both you and your clients and ensures that your business meets or exceeds the regulatory requirements.
Easy-to-follow compliance checklist to fulfill your compliance requirements. It minimizes internal & external compliance pressures.
Built-in automation and reminders reduce your anxiety and stress. Less time with compliance and paperwork means more time for real life.
Are you frustrated using multiple platforms and tools?
BlueMind integrates complex and multiple platforms to manage your workload smoothly. An automated process saves you time, money and repetitive manual tasks.
Integrate your email and calendars in BlueMind streamlining your time and task management.
Transfer all client’s data easily through our secured portal functionality. Security & Privacy is of the upmost importance for you and BlueMind.
BlueMind identifies more opportunities to generate more revenue. Using its centralized Dashboard you can easily manage, track and analyze your existing and prospective clients. BlueMind AI makes recommendations for increased revenue-generating solutions.
Don’t ever miss another opportunity. Get complete visibility for each of your leads, prospects and clients.
All-in-one platform that’s easy to use. It dramatically cuts your administrative expenses thus increasing your revenue.
With BlueMind’s interactive client portal you will be able to share your regulatory requirements, notes and more in real-time to your clients without a need of any external tools or platforms.
Give your clients transparency and a history of communication. Your transparency and increased credibility make it easier to build better relationships.
Going beyond the regulatory requirements sets you apart from your competitors. Your trust with clients becomes stronger.
BlueMind has won the Insurance Business Canada 5-Star Award 2021 in Insurance Technology category.
BlueMind was a Finalist in People’s Choice Insurance-Canada Technology Award (PICTA 2021) and a current Nominee for FinTech Business Award by Canadian SME National Business.
An AI-Powered Financial CRM and business analytics platform, BlueMind is an innovative digital platform that can revolutionize the way you currently do business. Whether you are a financial advisor, a MGA, an AGA, or an insurance company, BlueMind’s state of the art AI technology gives you complete control of your business operations, empowering you to make smarter decisions for the benefit of your clients.
BlueMind was developed by a team of Certified Financial Planners who built the platform to address the problems they experienced in the industry. More than just a CRM, BlueMind provides all of the essential tools that you need, such as built-in compliance, needs analysis, document signature and business analytics, in one package.
With general CRMs, necessary tools cost extra or aren’t available on the platform, forcing you to purchase the tools separately. This costs money, time and can create additional difficulties and manual workarounds.
BlueMind differentiates itself from other CRMs in several ways. It utilizes Artificial Intelligence to provide accurate, efficient recommendations for your clients. Compliance reporting and documentation is automated, eliminating the need for manual processes. BlueMind also offers an analytics platform, enabling you to see how your business is performing. Essentially a smart digital office, BlueMind has all the tools you need to run your business on a centralized dashboard. Plus, it’s affordable.
Yes. You can easily import data from any other CRM to BlueMind.
BlueMind runs on Google Cloud platform which is fast, reliable and has multi-tiered security. Data stored in BlueMindis protected by several layers of encryption, ensuring the protection and privacy of your client’s data.
Note: To ensure industry compliance, data is stored within Google’s Canadian data centers.
If you are not satisfied with BlueMind, you can cancel the subscription at anytime without any penalties or charges.